Our Team.

Our team is comprised of knowledgeable, seasoned, friendly professionals with years of service in the financial field. We invite you to set up an appointment to talk with one of our principles about your own financial situation and future goals.

Schwab Alliance.

Request Information.

We welcome the opportunity to talk with you about your financial goals and questions. Please contact us today to receive more information about our company and the different ways that we can assist you.

Kellett Schaffner Wealth Advisors LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Kellett Schaffner Wealth Advisors LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Kellett Schaffner Wealth Advisors LLC unless a client service agreement is in place. Another affordable project from WeGo Unlimited